Everhart Financial Group’s Moody's MCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Buy	998 +12	+1%	+$6.02K	0.06%	220
2025 Q1	$459K	Buy	986 +84	+9%	+$39.1K	0.06%	222
2024 Q4	$427K	Sell	902 -2	-0.2%	-$947	0.09%	210
2024 Q3	$429K	Buy	+904	New	+$429K	0.1%	211